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Neuberger Berman

Independent, employee-owned investment management

Business Intelligence Specialist - Business Analytics

Full-TimeUpdated on 10/21/2026
$130k - $150k+ Discretionary bonus
Senior
Bachelor's
New York, NY, USA
HybridAt least three days per week in the office.
Data & AnalyticsBusiness Intelligence
No H1B Sponsorship

About the job

Requirements
  • A bachelor's degree in IT, Business Analytics, or a related field of study.
  • Six to eight or more years of hands-on experience building business intelligence and analytics tools within financial services or asset management.
  • Proficiency in SQL, Python, and Tableau or comparable tools.
  • Ability to deliver meaningful visualizations from complex data sets that are understandable to various levels within the firm.
  • Strong oral and written communication skills, with the ability to explain technical ideas to business users.
  • Attention to detail and business acumen.
  • Ability to work independently and demonstrate critical thinking.
  • Excellent time management and organizational skills, and attention to detail.
Responsibilities
  • Deliver channel intelligence and distribution insights to support client coverage strategic priorities.
  • Own recurring and ad hoc management reporting for client coverage, including standard channel reporting, dynamic self-service dashboards, and firmwide reporting inputs.
  • Own client fee oversight and channel economics, including reviewing and approving non-standard fee requests such as discounts, most-favored-nation agreements, revenue shares, and waivers, and monitoring and escalating issues and trends.
  • Prepare coverage materials for internal forums, including business reviews, town halls, and leadership updates, and partner with Client Coverage, Finance, Client Data Strategy, Sales Enablement, and other teams to ensure data is accurate and consistent across reporting.
  • Develop and administer competitive compensation frameworks aligned with firm economics.
  • Build flows and revenue, retention, and redemption budgets and forecasts globally by channel.
  • Conduct financial and strategic analysis to develop fact-based insights and recommendations for distribution strategy, using internal and external industry data.
  • Deliver business metrics and insights through reports and interactive dashboards to develop and execute client coverage strategic priorities.
  • Interact with Client Coverage, Client Data Strategy, Sales Enablement, and other firm teams to understand business needs.
  • Work with large structured and unstructured data from multiple internal and external sources and incorporate it into analytical tools and dashboards.
  • Define and enforce visualization and reporting standards across the team.
  • Manage the business intelligence and analytical tools lifecycle, including delivery, training, user adoption, and retirement of old artifacts.
  • Partner with the Client Data and AI Enablement Lead and colleagues across the firm to ensure dashboards are built on clean, governed data by converting business requirements into SQL datasets.
  • Apply advanced analytical techniques to uncover patterns and insights in complex data sets.
Desired Qualifications
  • Experience with Alteryx, R, statistical modules, and machine learning algorithms would be helpful.

About the company

Neuberger Berman is a private, independent, employee-owned investment management firm that manages a broad range of assets for institutions, advisors, and individuals worldwide, including equities, fixed income, private equity, and hedge funds. Its products work by actively managing client assets across multiple strategies, earning revenue from management and performance-based fees. The firm emphasizes a hybrid network model with in-house professionals and a broad advisor network, and it operates a notable private equity platform with co-investment capabilities. ESG principles are integrated into its investment approach. The company differentiates itself through its employee-ownership alignment, long-term investment perspective, a sizeable private equity/co-investment program, and a global network. Its goal is to grow client assets and outcomes by aligning the firm’s interests with those of its clients and expanding its investment offerings through partnerships and acquisitions.

Company Size

N/A

Company Stage

N/A

Total Funding

$13.1B

Headquarters

New York City, New York

Founded

1939

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Simplify's Take

What believers are saying

  • Neuberger closed its debut Japan private equity fund at $460 million on September 18, 2026.
  • August 25, 2026 Balanced Fund broadens monetization across equity, fixed income, and multi-asset demand.
  • Revelio Labs showed 3,582 employees in March 2026, up 5.6% from 2023.

What critics are saying

  • HINC exposes Neuberger to custody, smart-contract, and blockchain-transfer failures immediately.
  • Datavant closes in Q4 2026; a failed deal delays private-markets fee capture.
  • BlackRock, KKR, and Apollo intensify tokenized-fund competition through Securitize partnerships.

What makes Neuberger Berman unique

  • 100% employee-owned, Neuberger aligns portfolio-manager capital with client outcomes.
  • SMBC named Neuberger first Japan private debt JV partner on April 27, 2026.
  • Neuberger launched HINC, its first tokenized fund, across four blockchains in August 2026.

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Benefits

  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • Life Insurance
  • 401(k) Retirement Plan
  • 401(k) Company Match
  • Paid Vacation
  • Performance Bonus

Company News

Royal Crescent Publishing Limited
Oct 19th, 2026
Iwoca secures $209M credit line from ABN Amro and Neuberger to fuel German SME lending

Digital lender iwoca has added a €185m (£156m) credit line to fund its German business. ABN Amro is the senior lender, and investment manager Neuberger provides the mezzanine tranche. The facility lifts iwoca's total commitment in Germany to more than €560m. The company says it needs the funds to meet rising demand for small and medium-sized enterprise (SME) loans. Fabian Platzen, general manager of iwoca Germany, said the firm more than doubled its German loan book over the past 12 months. It now has nearly 13,000 active loan customers there. By 2028, iwoca plans to grow its German loan book to €1bn and serve 30,000 to 35,000 active SME customers. Founded in 2012, iwoca operates in the UK and Germany and has disbursed around €7bn to SMEs.

Wolf Media USA
Oct 16th, 2026
News release: Jones Lang LaSalle Securities, LLC advises Priority Life Care on a $275M capital commitment.

News release: Jones Lang LaSalle Securities, LLC advises Priority Life Care on a $275M capital commitment. By eporter on October 16, 2026 The capital commitment with Almanac Realty supports national seniors housing acquisitions and developments, as well as the operating platform. Key Takeaways * Jones Lang LaSalle Securities, LLC advised on the $275M capital commitment between Priority Life Care and Almanac Realty * Funds will support future national seniors housing acquisitions and developments as well as operating platform investments * JLL's National Seniors Housing Capital Markets team collaborated on the transaction BOSTON, Oct. 16, 2026 - Jones Lang LaSalle Securities, LLCannounced today that it has advised on an up to $275 million strategic partnership on behalf of Priority Life Care (PLC) with Almanac Realty. The partnership supports PLC's growth initiatives in seniors housing. JLL's team advising Priority Life Care was led by Jones Lang LaSalle Securities, LLC Senior Managing Director Ted Flagg, who partnered with Capital Markets Senior Managing Director Jay Wagner and Senior Director Tim Hosmer. JLL Capital Markets is a full-service global provider of capital solutions for real estate investors and occupiers. The group's in-depth local market and global investor knowledge delivers the best-in-class solutions for clients, including investment sales and advisory, debt advisory, M&A and corporate finance, loan sales, equity & fund placement, net lease, derivative advisory and energy & infrastructure advisory. JLL Capital Markets has more than 3,000 specialists worldwide with offices in nearly 50 countries. For more news, videos and research resources, please visit JLL's newsroom. JLL (NYSE:JLL) is a leading global commercial real estate services and investment management company with annual revenue of $26.1 billion, operations in over 80 countries and a global workforce of more than 112,000 as of June 30, 2026. For over 200 years, clients have trusted JLL, a Fortune 500(R) company, to help them confidently buy, build, occupy, manage and invest across a variety of industries and property types, including office, industrial, hotel, multi-family, retail and data center properties. Driven by its purpose to shape the future of real estate for a better world, Wolf Media USA help its clients, people and communities SEE A BRIGHTER WAY. Powered by rich global datasets and leading technology capabilities, Wolf Media USA provide coordinated, end-to-end delivery of real estate services for a broad range of global clients who represent a wide variety of industries. Through LaSalle Investment Management, Wolf Media USA invest for clients on a global basis in both private assets and publicly traded real estate securities. For further information, visit jll.com. About Almanac Realty Almanac Real Estate ("Almanac"), the private real estate platform of Neuberger, is a leading provider of growth capital to private and public real estate companies. Originally founded in 1981 under the name Rothschild Realty, Almanac partners with established owner-operators in all sectors of the real estate market to accelerate company growth and has committed more than $9.8 billion in capital to 60 real estate companies, both private and public, throughout North America. For more information, visit www.nb.com. About Priority Life Care Priority Life Care is a family-owned provider of senior living communities that specializes in assisted living and memory care. To learn more, please visit: www.prioritylc.com. The full content of this article is only available to paid subscribers. If you are an active subscriber, please log in. To subscribe, please click here: SUBSCRIBE

Alternatives Watch
Sep 22nd, 2026
Grafine hires former Neuberger Berman exec for strategic initiatives.

Grafine hires former Neuberger Berman exec for strategic initiatives. Suzanne Flannery, managing director and head of strategic initiatives at Grafine Partners (Photo credit: Grafine Partners) Grafine Partners named Suzanne Flannery managing director and head of strategic initiatives, a newly created position. Flannery joins from Neuberger Berman, where she led a global team supporting the firm's investment offerings as managing director and head of the Product Marketing Platform. Before joining Neuberger Berman, she spent nine years at Goldman Sachs in senior roles across portfolio management, client solutions and hedge fund investing. Earlier in her career, she worked at J.P. Morgan and Monitor Group. Flannery now works with Grafine founder Elizabeth Weymouth, who launched the firm in 2019 after serving as a partner at Riverstone Holdings, where she built a business focused on identifying sector-specialist private equity firms and investing alongside them in high-alpha opportunities. Grafine has grown to approximately $1 billion in assets under management. Flannery's experience will strengthen Grafine's ability to scale and boost engagement, according to Weymouth. Flannery will also help further institutionalize the firm's investment, capital formation and operations functions while increasing its direct investment activity. The New York-based firm closed its Grafine Capital I fund with $600 million in total capital commitments in 2024, gathering capital from investors such as CAZ Investments, which committed $200 million to the firm in 2023. RedBird Capital was also an early backer.

DealStreetAsia
Sep 17th, 2026
Neuberger raises $460M for first Japan-focused private equity fund

Neuberger has raised approximately 70 billion yen ($460 million) for its first Japan-focused private equity fund. The NB Japan Private Equity Opportunities Fund attracted capital from institutional investors, family offices and private wealth investors. The fund will invest through commitments to Japanese private equity funds and direct co-investments. Neuberger has previously committed over 110 billion yen through commingled funds and custom accounts in Japan-focused investments, but this is its first dedicated Japan fund. The fundraising completed in under a year. Japan's private equity market has benefited from corporate governance reforms and demographic changes driving ownership transitions. The fund draws on Neuberger's private markets platform, which manages over $170 billion in investor commitments. Neuberger manages approximately $613 billion in total assets across multiple strategies.

The Middle Market
Sep 15th, 2026
Warburg Pincus Names Philip Nolan Head of U.S. Wealth

People. Warburg Pincus Names Philip Nolan Head of U.S. Wealth. Warburg Pincus appointed Philip Nolan as managing director and head of U.S. wealth to lead the firm's efforts to deepen existing investor relationships and establish new partnerships across the U.S. wealth market. Nolan joins Warburg Pincus' Fundraising and Investor Relations group after 15 years at Neuberger Berman, where he most recently served as managing director and head of national accounts. Nolan began his career at AllianceBernstein. Nolan will lead the firm's efforts to strengthen relationships with existing investors, develop new wealth partnerships and expand its presence in the U.S. wealth channel. Amulet Capital Partners Promotes Sam Brinkley to Partner He previously worked as an investment associate at The Riverside Company. To read the entire story, you must be logged in. Rithm Capital Names Ann DeVries Head of IR DeVries most recently served as head of strategic finance and investor relations at Banc of California. To read the entire story, you must be logged in. Vector Capital Names Kiran Rao Managing Director and Head of Value Creation Rao joins Vector after five years at Vista Equity Partners, where he was chief operating officer of its operations team. To read the entire story, you must be logged in. EIV Capital Hires Kristin Kelly as Partner Kelly brings nearly two decades of energy investing, private equity and transaction experience across the upstream sector and broader energy value chain. To read the entire story, you must be logged in.